Managing relationships in Asset Manager

Note

The ability to view projects and their linked controls at the control level within asset records is available only if you are on the modernised Asset Manager UI and your organization uses control-level asset scoping in Projects.

Projects supports two asset-scoping approaches:

  • Objective-level scoping (legacy) Assets are scoped to risk categories or objectives. In this case, you will see projects linked at the objective/risk category level in the Relationships tab.
  • Control-level scoping (new) Assets are scoped to individual controls. In this case, you will see specific controls linked from each project in the Relationships tab, providing granular control-level visibility.

If your organization currently uses objective-level scoping and would like to migrate to control-level scoping, contact your Diligent Customer Success Manager or Diligent Support to request the change. See Scoping assets to controls in Projects for more information about managing asset scopes in projects.

In Asset Manager, you can create custom, ad-hoc relationships by linking assets and asset records with other objects such as risks, controls, projects, other assets and asset records. This way, you can add context to your assets and asset records, and perform your risk management more holistically.

The Asset Manager app requires a subscription to IT Risk Management or Third Party Risk Management.

Configuring custom relationships

Contact your Diligent representative to configure the custom relationships your organization needs. These relationships specify which asset types and asset record types can be linked to other objects. Then, you can go into individual assets and asset records and define specific relationships between them.

Where can I see the relationships?

To view the relationships, perform the following steps:

Asset Relationships

  1. From the Platform home page (www.diligentoneplatform.com), select the Asset Manager app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Asset Manager app.

  2. Select the asset type that contains the asset you want to work with.
  3. Select the asset you want to work with.
  4. Go to the Relationships tab.

Result You should see the objects available to link. If you do not see any objects, contact your Diligent representative to configure the relationships.

Asset Record Relationships

  1. From the Platform home page (www.diligentoneplatform.com), select the Asset Manager app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Asset Manager app.

  2. You can navigate to the asset record by one of the following methods:
    1. Method I:
      1. Select the asset type that contains the asset you want to work with.
      2. Select the asset you want to work with.
      3. Select the record type of your choice, and select the record you want to view.
    2. Method II:
      1. Select the left panel toggle to open the side panel.
      2. Under Records, select the record type of your choice.
      3. Select the record you want to view.
  3. Go to the Relationships tab.

Result You should see the objects available to link. If you do not see any objects, contact your Diligent representative to configure the relationships.

Which objects can I link to?

After your Diligent representative has helped you configure your organization's custom relationships, you can start linking your assets and asset records to different objects as follows:

  • Risk and Controls  You can link you asset / asset records to risks and controls. The risks and controls are integrated from the Risk Manager app.
  • Assets  You can link your asset / asset records to other assets. These assets are from the Asset Manager app itself.
  • Records  You can link your asset / asset records to other records. These records are from the Asset Manager app itself.
  • Projects  This is applicable only to assets. In the Relationships tab, the Projects - Controls section shows controls linked to the asset through a project scoping (an asset is linked to a project when an asset is scoped). The section includes control-level data with the related project context. You can navigate to the related project by selecting the project name.

    Note

    You cannot link the projects from Asset Manager.

Linking assets / asset records to other objects

An asset and an asset record is related to different objects across your organization, such as other assets, asset records, risks, and controls. It is important to capture this relationship and link the asset and asset record with these objects, so that you can accurately calculate the impact of a risk on the asset.

To link an asset and an asset record to different objects, perform the following steps:

  1. Navigate to the Relationships tab.
  2.  To link to other assets, select Link Assets.

    The Link Object dialog box opens

    1. Select the type of asset and the asset.
    2.  Select Link.

      Result The asset is linked.

  3.  To link to other asset records, select Link Asset Records.

    The Link Object dialog box opens

    1. Select the record type and the asset record.
    2.  Select Link.

      Result The asset record is linked.

  4.  To link a risk, select Link Risk.

    The Link Object dialog box opens

    1. Select the risk.
    2.  Select Link.

      Result The risk is linked.

  5.  To link a control, select Link Control.

    The Link Object dialog box opens

    1. Select the control.
    2.  Select Link.

      Result The control is linked.

Note

If you do not see any Link buttons, contact your Diligent representative to configure the relationships.

Unlinking assets / asset records from other objects

You can remove the relationships of an asset / asset records with different objects.

To unlink, perform the following steps:

  1. Navigate to the Relationships tab.
  2. Select the unlink icon on the object that you want to remove.

    The Unlink relationship dialog box opens.

  3. Select Unlink Object.

    Result The link is removed from the asset.

Note

You cannot unlink projects from Asset Manager.